Location: Cape Town

Closing Date 02 July 2012

Job Description

To consult to the trustees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the consultant.

Trustee Meetings

  • ensuring agenda are drafted, and all annexure are given to the consultant for approval 3 weeks prior to the meeting;
  • ensure that agendas for meetings are collated, bound and distributed correctly 1 week before the meeting;
  • attend trustees and Sub-Committee meetings, take minutes, ensure minutes are typed and given to consultant 1 week after meeting, and circulate minutes within 2 weeks of meeting;
  • matters arising to be actioned within one month after meeting.
  • distribution of information to trustees, insurance companies and asset managers
  • processing payment of invoices;
  • performing rebrokes annually – obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client;
  • processing section 14’s – collating information, obtaining approval from financial services board, transferring members between funds;
  • assist in drafting annual reports and preparation of financial statements;
  • ad hoc typing and faxing;
  • distributing rule amendments;
  • obtaining signatures from clients when necessary ;
  • issuing standard documents, such as quarterlies, surveys etc, timeously to clients;
  • deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant;
  • taking queries from members;
  • liaising with trustees and other internal departments;
  • communication to members,- draft communication, distribute information booklets, liaising with couriers of companies;
  • communication to pensioners.
  • liaising with communications department to ensure distribution of documentation;
  • internal liaison between departments to ensure that funds run smoothly on a daily basis;
  • ensure that all relevant departments are aware of trustees and sub-committee meeting dates, and that they are kept informed of subsequent changes; ensure that each department is aware of exactly what is required of them for these meetings, and ensure that the requirements are met timeously;
  • communicate client instructions, problems or queries raised to all relevant departments, either by telephone, visit, memo, e mail, ensuring that a record is placed on file, and that the matter is satisfactorily dealt with.
  • develop knowledge of the employee benefits industry and investment matters;
  • keep abreast of changes in employee benefits industry.

Administration

Assist The Consultant In Managing Funds

Facilitating And Co-Coordinating Internal Departments

Self-Development

Degree requirements

Bcom (Economics, Econometrics, Insurance etc), BA Law etc

IISA certificates, Fpi /part Fpi advantage
Conditions of the Programme:

  • You must be an unemployed South African citizen
  • The programme is for a period of 1 year in partnership with INSETA
  • Applicants should understand, and aspire to work in the insurance industry How to apply Should you wish to apply, please send your CV together with a covering letter and the internship application form to Nadira Shaboodien Adam on AdamN@aforbes.co.za or fax (021- 415 5501) by Monday 2nd July 2012.
  • Tell Your Friends:

 

Comments are closed.